Custom Process Properties

View > Custom Process Properties

This command displays the Custom Process Properties dialog. This window is also a convenient way to review all of the different values used within the entire process from a single location.

The dialog also allows you to add and/or remove custom values to the drop-down lists displayed (in the Activity Properties toolbar) next to certain AgileShape properties.

Adding custom process property values provides a convenient way to easily define common values that will be used (for certain AgileShape properties) in multiple AgileShapes.

For example, adding two new “WorkPerformer” values (as shown below) will cause both values to appear in the drop down list for the Work To Perform property (as shown below) for all of the Manual and Manual with Timeout AgileShapes in the process template.

How to disable User Account Control (UAC)

I have a client that run into this issue. In Windows 7, my client is not able to connect to AgilePoint Server from Envision. But there is no problem to connect to AgilePoint Server from a Windows XP machine using Envision. In this case, disabling UAC in the Windows 7 machine solves the issue.

Here is how to disable the UAC.

Run cmd “msconfig” and you will see following window. Select ‘Change UAC Setting’, then click on the Launch button.

In order to disable UAC, make sure the slider control is at the bottom as shown below.

Also check Event Viewer Permission and make sure current logged on user is administrator has has full control on Event Viewer.

Adding more fields to List Form Integration

When designing a List Form AgilePoint process, it is common that you will add on more fields along the way building the process model. Here is how you add more fields after the List Form process template is created.

Go to File > SharePoint … > Retrieve Meta Data Schema.

Then select the fields available. You can also specified if you want the field to be editable, read only or hidden on your list form UI.

WCF AgilePart

The WCF AgilePart is an out of the box shape available in the Premier stencil. It allows you to make a call to a WCF service in of the steps (activities) in your workflow.

The documentation of this AgilePart is available as part of the Envision Online Help.

The WCF AgilePart is working fine against Authenticated WCF Service. The following scenarios are tested:

1. Anonymous WCF Service : SUCCESS . WCF AgilePoint Server call Works fine.

2. Windows Authenticated WCF Service with custom credentials : SUCCESS. WCF AgilePoint Server call Works fine.

3. Windows Authenticated WCF Service with AgilePoint System User : Partially Success.  In runtime the AgilePoint System user works fine, but in design time somehow the WFSystem.GetSystemUserCredential() does not return the proper credential object, I can not see the domain & password while design time debugging, but in runtime WFSystem.GetSystemUserCredential() returns proper credentials.

It turned out that, this is expected behavior. At design time you cannot use AgilePoint System User credentials since that is available only on the server. For design time, a specific credential has to be set. This is how even WSE works.

 

Send Mail with Attachments - Manage Code C# Shape

 

This is an example on how to use the Manage Code C# Shape in the Advance stencil to send email with attachment.

Insert below code snippet in the code editor of the Manager Code C# Shape in Envision. You may obtain the example of vsd file here.

In this example, the attachment file is located under the virtual directory of AgilePoint Server, which AgilePoint Server has no problem to access the file. If you want to use other location, make use AgilePoint Server Application Pool has enough privilege to access the location of your attachments.

using System;
using System.Collections;
using System.Data;
using System.Xml;
using System.Net;
using System.IO;
using System.Text;
using Ascentn.Workflow.Base;

namespace ManagedCode
{
public class CSharpCodeSnippet
{
// Invoke method is this class's entry point
public void Invoke(
WFProcessInstance pi,
WFAutomaticWorkItem w,
IWFAPI api,
NameValue[] parameters)
{
    string emailAddress = WFSystem.SysAdmEMailAddress;
               string attachment = WFSystem.HomeDirectory + "\\License.en-US.RTF";
               IWFActivityInstance ai = api.GetActivityInst(w.ActivityInstID);
               api.SendMail(
                   pi,
                   ai,
         emailAddress,
          null,
          string.Format("Request for Approval - {0}", pi.ProcInstName),
"You are assigned with this task, please review and approve within two days.",
          attachment);
}
}
}

Debugging:

Make use of AgilePoint Server log located at [AgilePointVirtualDirectory]\AgilePointServer\log for debugging. For example, if your attachment file is missing, you can find error log below in AgilePoint Server log.

7/1/2009 09:49:36 >>> Send Mail, attaching file does not exists, file='C:\AgilePoint\AgilePointServer\License.RTF', ID='2AD5BB44AE5B42DF94F6492BF744C2A2'